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Bank of America Series L

258 hedge funds and large institutions have $2.77B invested in Bank of America Series L in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

Holders
258
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$493K
CAC
152
Certified Advisory Corp
Florida
$480K
IWC
153
Integrated Wealth Concepts
Massachusetts
$467K
CF
154
Centaurus Financial
California
$465K
IRM
155
Income Research & Management
Massachusetts
$455K
SWA
156
Sax Wealth Advisors
New Jersey
$435K
TWM
157
TCFG Wealth Management
California
$435K
OA
158
Oxbow Advisors
Texas
$435K
DWP
159
Daymark Wealth Partners
Ohio
$417K
SCM
160
SCS Capital Management
Massachusetts
$416K
Creative Planning
161
Creative Planning
Kansas
$410K
Jones Financial Companies
162
Jones Financial Companies
Missouri
$407K
IC
163
IEQ Capital
California
$404K
KFS
164
Kaizen Financial Strategies
California
$402K
CWM
165
Calamos Wealth Management
Illinois
$399K
PI
166
PFG Investments
New York
$399K
RMDI
167
R.M. Davis Inc
Maine
$397K
GCIA
168
Gabelli & Co Investment Advisers
New York
$384K
ICM
169
Islay Capital Management
Texas
$384K
RIL
170
Rothschild Investment LLC
Illinois
$357K
OIA
171
OneDigital Investment Advisors
Kansas
$344K
William Blair & Company
172
William Blair & Company
Illinois
$343K
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$343K
Comerica Bank
174
Comerica Bank
Texas
$342K
BC
175
Bowman & Company
Wisconsin
$336K